Evergreen Wealth Management LLC Has $4.06 Million Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Evergreen Wealth Management LLC boosted its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,221 shares of the company’s stock after acquiring an additional 933 shares during the period. Vanguard Small-Cap Value ETF accounts for 2.4% of Evergreen Wealth Management LLC’s investment portfolio, making the stock its 15th biggest holding. Evergreen Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $4,060,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of VBR. Planning Capital Management Corp acquired a new position in shares of Vanguard Small-Cap Value ETF during the third quarter valued at about $34,000. Webster Bank N. A. raised its position in shares of Vanguard Small-Cap Value ETF by 153.5% during the second quarter. Webster Bank N. A. now owns 180 shares of the company’s stock valued at $33,000 after buying an additional 109 shares during the last quarter. Exchange Traded Concepts LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the third quarter valued at about $42,000. MeadowBrook Investment Advisors LLC increased its stake in Vanguard Small-Cap Value ETF by 95.7% in the third quarter. MeadowBrook Investment Advisors LLC now owns 225 shares of the company’s stock valued at $45,000 after acquiring an additional 110 shares during the period. Finally, Family Asset Management LLC bought a new stake in Vanguard Small-Cap Value ETF in the second quarter valued at about $46,000.

Vanguard Small-Cap Value ETF Trading Down 0.7 %

NYSEARCA VBR traded down $1.47 on Friday, reaching $207.03. The company’s stock had a trading volume of 902,937 shares, compared to its average volume of 471,426. The firm has a market cap of $31.27 billion, a PE ratio of 11.42 and a beta of 1.09. The business has a 50-day moving average price of $200.64 and a 200 day moving average price of $192.41. Vanguard Small-Cap Value ETF has a 52 week low of $161.23 and a 52 week high of $214.96.

Vanguard Small-Cap Value ETF Company Profile

Vanguard Small-Cap Value ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Value Index (the Index). The Index is a diversified index of value stocks of smaller United States companies.